Using a tool like Pointerpro, formerly Survey Anyplace, can be a great way to collect information from your customers and users. You can build online surveys that can be filled out from any device and easily aggregated for review.
Add Formstack Documents to the mix and you can instantly populate all kinds of documents with the data from each survey response. In this example, we’re going to show you how to automatically populate a certificate when someone completes our survey and we’ll email the certificate directly to the person.
To get started, set up the template for a certificate using a Word document. Inside Word, select a certificate template, then add merge fields like {$Name}, {$Email}, etc.
Once the template is ready, upload it to Formstack Documents. From the Documents page in Formstack Documents, click the New Document button and enter a name. In the next step, choose Office Document as the document type then pick the file from your computer.
After you’ve uploaded your template to Formstack Documents, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to generate a PDF and include the name of our responder in the name of the file.
Next, set up the email delivery so that the merged certificate is emailed directly to the responder. Under the Deliver tab, click the Edit button for your default email delivery. For the “To” address, choose the email address for our responder.
If you don’t have a merge field in your document for the email, choose <
Edit any of the other optional email settings.
After you’ve saved your email delivery, the setup process in Formstack Documents is done to set up the integration with Pointerpro. Utilize Zapier to complete the integration.
Inside Zapier, create a New Zap. For the Trigger, choose Pointerpro as the app, then New Survey Response as the trigger.
Once you’ve authenticated your Zapier account, Zapier will load a list of the surveys in your account. Select the created survey to send to Formstack Documents.
Next, set up the Action of the Zap. Choose Formstack Documents for the app, then Create Document Merge as the action.
Once you’ve authenticated your Formstack Documents account, Zapier will load a list of the documents in your account. Pick the certificate and Zapier will automatically load a list of the merge fields in your document.
For each merge field, pick the corresponding field from Pointerpro by clicking the button on the right side of each box. This tells Zapier how to send the survey data over to Formstack Documents so that it is populated in the correct spot on your template.
Once you have matched up your merge fields, you’re done with the setup process. Turn the zap on and run a test to review. Submit a new response to your survey and Zapier will send the data over to Formstack Documents and your certificate will be emailed.